Brenton Devore
Brenton Devore is a ChFC-designated registered investment advisor at Devore Financial Advisors LLC, based in Escondido, CA, with 19 years of industry experience. Brenton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 40 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
Escondido, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business Activities
Brenton works full-time as a police officer/sergeant for the City of San Diego since 2009. This activity is not investment-related.
Employment History
Current Registrations
Devore Financial Advisors LLC
Previous Registrations
Devore Financial Advisors
Index Funds Advisors, INC.
Check Capital Management INC
Charles Schwab & CO., INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.